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Daymark Wealth Partners’s Intuit INTU Stock Holding History

Daymark Wealth Partners’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$461K Buy
1,066
+424
+66% +$202K 0.01% 444
2025
Q4 		$425K Buy
642
+137
+27% +$90.5K 0.01% 426
2025
Q3 		$345K Buy
+505
New +$364K 0.01% 449

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Daymark Wealth Partners's INTU Position: Q1 2026 in Review

Daymark Wealth Partners increased its Intuit (INTU) stake by 66% in Q1 2026, buying an estimated $202K and bringing the position to 1,066 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #444.

Daymark Wealth Partners first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Daymark Wealth Partners held 1,066 shares of Intuit worth $461K as of Q1 2026.
  • Daymark Wealth Partners bought 424 Intuit shares in Q1 2026, an estimated $202K.
  • Intuit made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #444 holding.
  • Daymark Wealth Partners first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.